| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 525,351 | 25,879,000 | 96.98% | ||
| 2 | KINGS POINT CAPITAL MANAGEMENT | 7,900 | 384,000 | 1.44% | ||
| 3 | Curi Capital, LLC | 7,500 | 365,000 | 1.37% | ||
| 4 | Ancora Advisors LLC | 1,200 | 58,000 | 0.22% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.